Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1 +$6.86B
2 +$2.98B
3 +$2.41B
4
MSFT icon
Microsoft
MSFT
+$1.79B
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.97%
2 Technology 8.71%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$14.5M 0.01%
+1,538,134
1402
$14.5M 0.01%
+389,624
1403
$14.5M 0.01%
+244,893
1404
$14.5M 0.01%
+158,620
1405
$14.4M 0.01%
+385,040
1406
$14.4M 0.01%
+358,168
1407
$14.4M 0.01%
+239,886
1408
$14.4M 0.01%
+602,751
1409
$14.3M 0.01%
+545,229
1410
$14.3M 0.01%
+502,762
1411
$14.3M 0.01%
+493,926
1412
$14.3M 0.01%
+402,639
1413
$14.2M 0.01%
+3,428,752
1414
$14.2M 0.01%
+248,657
1415
$14.2M 0.01%
+530,573
1416
$14.2M 0.01%
+300,728
1417
$14.2M 0.01%
+555,694
1418
$14.1M 0.01%
+116,659
1419
$14.1M 0.01%
+1,118,744
1420
$14.1M 0.01%
+352,847
1421
$14.1M 0.01%
+511,514
1422
$14.1M 0.01%
+652,875
1423
$14M 0.01%
+307,572
1424
$14M 0.01%
+464,460
1425
$14M 0.01%
+296,462